Resources (Real Estate and Finance)
Below are dozens of free real estate oriented and financial resources available to the public. We welcome you to make use of these various tools as you prepare to invest and/or organize your assets and paperwork. If you have any questions about how to use any of these resources, please feel free to contact us at anytime and a member of our team will reply to you shortly.
Mortgage and Finance Forms
Loan Applications
- Hard Money Application
- Individual/Joint Credit Addendum
- Loan Application (1003) – Spanish
- Individual/Joint Credit Addendum – Spanish
Other Forms
- Borrower Signature Authorization
- Borrower’s Certification & Authorization
- Gift Letter
- Good Faith Estimate – Brokers
- Mortgage Loan Origination Agreement
- Tax Information Authorization
- Tax Transcripts Requests
- Truth-In-Lending
- Truth-In-Lending Section 32 Disclosure
Disclosures
Recent Blog Posts
2423: The Empowered Investor Masterclass: Leverage and Multi-Dimensional Wealth Part 1
2422: The Discipline of Wealth and the Asset Owner’s Edge #KevinOLeary
2421 FBF: Nose For Trouble, Sotheby’s, Lehman Brothers & Redefining Adversity With Michael Ainslie
2420: Investment Mindset: Navigating the Math of Real Estate Success
2419: The Mobility of Capital: Escaping Predatory Global Tax Regimes with #MichaelZuber
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